Columbia US Equity Income ETF has potential, but meaningful process changes and capital gains distributions dent its attractiveness.
Columbia U.S. Equity Income ETF EQIN
Morningstar’s Analysis EQIN
Will EQIN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ExxonMobil Holdings Corp | 5.01 | 15M | Energy |
AbbVie Inc | 4.97 | 15M | Healthcare |
JPMorgan Chase & Co | 4.36 | 13M | Financial Services |
Chevron Corp | 4.33 | 13M | Energy |
Bank of America Corp | 4.06 | 12M | Financial Services |
Procter & Gamble Co | 3.64 | 11M | Consumer Defensive |
UnitedHealth Group Inc | 3.54 | 11M | Healthcare |
Philip Morris International Inc | 3.20 | 10M | Consumer Defensive |
The Home Depot Inc | 3.05 | 9M | Consumer Cyclical |
The Goldman Sachs Group Inc | 2.81 | 8M | Financial Services |